Group 1 - The domestic futures market saw significant gains on September 5, 2025, with polysilicon prices rising by 8.99% and hitting the daily limit, while coking coal increased by over 6% [1][2] - Other commodities such as glass and coking coal also experienced gains of over 4%, while some commodities like eggs and low-sulfur fuel oil saw declines of over 1% [1][2] - The increase in polysilicon prices is attributed to a recent government action plan aimed at stabilizing growth in the electronic information manufacturing industry, which includes solar energy and lithium battery sectors [1][3] Group 2 - The polysilicon market is currently facing production limits and concentrated inventory distribution, leading to attempts by polysilicon manufacturers to raise prices, with the highest quotes reaching 55 yuan per kilogram [3] - However, due to limitations on the profitability of terminal power stations, the acceptance of price increases in the component sector has peaked, resulting in a market price range of 50-52 yuan per kilogram [3] - The market is expected to remain in a tug-of-war between policy support and fundamental constraints until specific policy measures are introduced, with attention on the results of the Ministry of Industry and Information Technology's energy-saving inspections [3]